Institutional Fund
Gutierrez Wealth Advisory, LLC
Little Rock, ARCIK 19659236 filings on record
Portfolio Value
$160.95M
Q1 2026
Holdings
70
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+1.1%
from $159.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.3%
- Capital Group Dividend Value8.8%
- Vanguard Tax-Managed Fds8.3%
- Capital Group Growth ETF8.1%
- Vanguard Malvern Fds6.0%
- Vanguard Index Fds5.5%
- Other53.0%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 27.7K | $16.53M | 10.3% | −583 | Reduced |
| 2 | Capital Group Dividend Value | 332.1K | $14.13M | 8.8% | +7.2K | Added |
| 3 | Vanguard Tax-Managed Fds | 209.3K | $13.41M | 8.3% | −2.9K | Reduced |
| 4 | Capital Group Growth ETF | 325.7K | $13.09M | 8.1% | +6.5K | Added |
| 5 | Vanguard Malvern Fds | 124.7K | $9.65M | 6.0% | +3.0K | Added |
| 6 | Vanguard Index Fds | 43.3K | $8.91M | 5.5% | −292 | Reduced |
| 7 | Capital Group Intl Focus Eqt | 295.4K | $8.71M | 5.4% | +350 | Added |
| 8 | Capital Grp Fixed Incm ETF T | 313.0K | $8.50M | 5.3% | +29.9K | Added |
| 9 | Capital Group Gbl Growth Eqt | 237.3K | $7.92M | 4.9% | +10.5K | Added |
| 10 | Vanguard Mun Bd Fds | 149.2K | $7.44M | 4.6% | +13.2K | Added |
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